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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,974 | $92,684-67.7% | $82,706-63.8% | $134,509-77.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.02% | 945.84%-960.9pp | 701.76%-716.8pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,610 | $3,272-50.8% | $3,007-46.5% | $4,741-66.0% |
| Participant deferral / active EE | $1,629 | $4,800-66.1% | $4,394-62.9% | $6,400-74.5% |
| Admin fee / account holder | $398 | $5,982-93.3% | $5,329-92.5% | $11,427-96.5% |